State adviser firms
State adviser registrations
IAPD firm-state observations reported as APPROVED. Registration is a source status, not an endorsement or a principal-office location.
6,602 published state registrations on 5,942 distinct firm CRDs.
- FINANCIAL PLANNING HQ, LLC
Firm CRD 320613 · TX · Reported as state-registered
Registration date: 2022-09-07
- LONGEVITY WEALTH MANAGEMENT LLC
Firm CRD 320720 · CA · Reported as state-registered
Registration date: 2022-05-18
- PIVOTAL WEALTH AND TAX
Firm CRD 321023 · CA · Reported as state-registered
Registration date: 2025-01-27
- ENGINEERING FINANCIAL INDEPENDENCE, INC.
Firm CRD 321024 · CA · Reported as state-registered
Registration date: 2022-07-15
- TWM WEALTH MANAGEMENT CORP
Firm CRD 321103 · CA · Reported as state-registered
Registration date: 2023-08-17
- TWM WEALTH MANAGEMENT CORP
Firm CRD 321103 · WA · Reported as state-registered
Registration date: 2025-05-29
- BOWMAN RETIREMENT PLANNING
Firm CRD 321121 · AZ · Reported as state-registered
Registration date: 2022-08-17
- BOWMAN RETIREMENT PLANNING
Firm CRD 321121 · CA · Reported as state-registered
Registration date: 2022-10-06
- GARZA FINANCIAL PLANNING
Firm CRD 321126 · TX · Reported as state-registered
Registration date: 2022-06-15
- CHISHOLM WEALTH MANAGEMENT
Firm CRD 321134 · TX · Reported as state-registered
Registration date: 2022-05-10
- THE HORST GROUP, LLC
Firm CRD 321135 · CA · Reported as state-registered
Registration date: 2023-03-17
- COLLECTIVE WEALTH, LLC
Firm CRD 321142 · TX · Reported as state-registered
Registration date: 2022-08-25
- GREEN OCEAN GLOBAL ADVISORS LLC
Firm CRD 321145 · CA · Reported as state-registered
Registration date: 2022-06-08
- GREEN OCEAN GLOBAL ADVISORS LLC
Firm CRD 321145 · WA · Reported as state-registered
Registration date: 2024-02-26
- ALBATROX CAPITAL
Firm CRD 321148 · WA · Reported as state-registered
Registration date: 2024-03-01
- LIFEPOINT FINANCIAL DESIGN
Firm CRD 321153 · CA · Reported as state-registered
Registration date: 2022-07-13
- ABRAMSON FINANCIAL PLANNING, LLC
Firm CRD 321158 · CA · Reported as state-registered
Registration date: 2022-05-24
- RIDINGER WEALTH MANAGEMENT, LLC
Firm CRD 321166 · WA · Reported as state-registered
Registration date: 2022-08-29
- YOUR CHOICE FINANCIAL LLC
Firm CRD 321169 · CA · Reported as state-registered
Registration date: 2023-06-13
- GATEWAY FINANCIAL ADVISORS TEXAS, LLC
Firm CRD 321174 · TX · Reported as state-registered
Registration date: 2022-06-02
- ALPHA CAPITAL LLC
Firm CRD 321194 · TX · Reported as state-registered
Registration date: 2022-07-15
- SCI, INC.
Firm CRD 321197 · TX · Reported as state-registered
Registration date: 2022-12-16
- CONNECT FINANCIAL ADVISORS
Firm CRD 321212 · CA · Reported as state-registered
Registration date: 2025-10-27
- GERMANA CAPITAL LLC
Firm CRD 321214 · TX · Reported as state-registered
Registration date: 2025-09-25
- MONEY HOLISTICS
Firm CRD 321221 · TX · Reported as state-registered
Registration date: 2022-08-12